Industry Distribution:

• Food and Beverage Manufacturers: approx. 45%
• Household and Personal Care Products: approx. 30%
• Retail (Food and Drugstores): approx. 15%
• Tobacco Products: approx. 10%

TOP 3 Markets:

1. United States: approx. 65%
2. Europe: approx. 20%
3. Asia-Pacific: approx. 10%

The Consumer Staples Select Sector SPDR ETF (XLP) invests in companies operating in the consumer goods industry. These companies are primarily engaged in the areas of food, beverages, household products, and tobacco. The USA is the largest market, attributed to the strong presence and high consumption in this sector. Europe and the Asia-Pacific region follow, with these markets also holding significant shares of revenue, especially through globally operating companies.

Production: The Consumer Staples Select Sector SPDR ETF (ARCA:XLP) is an exchange-traded fund (ETF) and does not produce any products itself.

The ETF invests in companies in the consumer goods sector that manufacture their products worldwide at various locations. Typical industries include food, beverages, household products, and personal care items. The production sites vary depending on the company included in the ETF and often include global manufacturing facilities to efficiently serve local markets.

Current Strategy: Diversification and Sustainable Investments

The State Street Consumer Staples Select Sector SPDR ETF (ARCA:XLP) pursues a strategy focused on diversification and sustainable investments. The ETF invests in a broad range of companies in the consumer staples sector, enabling stable returns with low risk.

Another key emphasis is on integrating ESG criteria (Environmental, Social, and Governance) into investment decisions. This reflects the growing trend of investors placing increasing value on sustainable and responsible investments.

Additionally, the strategy is supported by continuous monitoring and adjustment of the portfolio composition to quickly respond to market changes and new opportunities. This is intended to ensure that the ETF remains competitive in the future and provides attractive returns to investors.

Main Commodities: Sugar, Coffee, Cocoa, Palm Oil, Soy

Main Importing Countries: Brazil, Indonesia, Vietnam, Ivory Coast, USA

The Consumer Staples Select Sector SPDR ETF (XLP) invests in companies in the consumer goods sector that are often dependent on a variety of commodities. The main commodities include sugar, coffee, cocoa, palm oil, and soy. These materials are essential for the production of food and beverages, which make up a large part of the consumer goods sector.

Brazil is a leading exporter of sugar and coffee, while Indonesia is one of the largest producers of palm oil. Vietnam is also a significant coffee exporter, and Ivory Coast is a global leader in cocoa production. The USA also plays an important role, especially in soy production. These countries are crucial for supplying the companies in the XLP ETF with the necessary commodities.

Current Net Asset Value (NAV): $75.50 (2025)
Annual Return: 8.2% (2024)
Assets Under Management: $18 billion (2025)

The competitive advantage of the State Street Consumer Staples Select Sector SPDR ETF (ARCA:XLP) lies in its broad diversification within the consumer staples sector. The ETF provides investors with access to a variety of leading companies in the consumer goods industry, reducing risk compared to investing in individual stocks.

Another advantage is the cost-efficient structure of the ETF, characterized by low management fees. This allows investors to benefit from the earnings of the underlying companies without incurring high costs.

Additionally, the ETF benefits from the stable demand for consumer goods, which is considered a defensive sector in economically uncertain times. This provides investors with a certain level of security and stability in their portfolios.

Institutional Investor Share: approximately 70% (estimated for 2025)

Insider Buys/Sells: No significant insider transactions known (estimated for 2025)

The Consumer Staples Select Sector SPDR ETF (XLP) is a popular ETF that invests in consumer goods companies. Due to its stable dividend yield and defensive nature, it is particularly popular among institutional investors, who hold about 70% of the shares.

Insider transactions are less relevant for ETFs, as these funds consist of a variety of stocks and are not managed by a single company. Therefore, there are no typical insider buys or sells as seen with individual companies.

Market share of XLP: Estimated at 10-12% in the Consumer Staples ETF sector (2025)

Main competitors and their market shares:

1. Vanguard Consumer Staples ETF (VDC): 15%
2. iShares U.S. Consumer Staples ETF (IYK): 13%
3. Fidelity MSCI Consumer Staples Index ETF (FSTA): 11%
4. Invesco Dynamic Food & Beverage ETF (PBJ): 9%
5. First Trust Consumer Staples AlphaDEX Fund (FXG): 8%

XLP's Economic Moat:

XLP's economic moat mainly consists of its established market position and broad diversification within the Consumer Staples sector. XLP provides access to large, stable companies that are considered safe havens in economically uncertain times. This gives the ETF a certain advantage in terms of stability and risk mitigation.

However, compared to its competitors, XLP does not have a significant technological or innovation-driven advantage. ETFs like the Vanguard Consumer Staples ETF (VDC) offer similar diversification and stability, often with lower expense ratios, providing a strong competitive edge.

Overall, XLP has a solid, but not insurmountable economic moat. The competition offers comparable products, and competition is often determined by cost structures and specific investment strategies.

Assets under Management (AUM): approximately 16 billion USD (2023) Annual Total Expense Ratio: 0.12% (2023) Top Holdings: Procter & Gamble, Coca-Cola, PepsiCo

The Consumer Staples Select Sector SPDR ETF (XLP) provides investors with access to a diversified portfolio of companies in the consumer staples sector. This industry is known for its stability and resilience in economically uncertain times, as the demand for consumer goods such as food, beverages, and household products remains relatively constant.

The ETF has a low total expense ratio of 0.12%, making it cost-efficient and maximizing returns for investors. The top holdings of the ETF, including Procter & Gamble, Coca-Cola, and PepsiCo, are established companies with strong brands and solid balance sheets, further reducing risk.

Overall, the XLP ETF could be a good investment for investors seeking stability and long-term growth, especially in a volatile market environment. Diversification across multiple leading companies in the consumer goods sector provides an additional layer of security.

Dividend yield: 2.5% (estimated for 2025)

Payout frequency: Quarterly

The Consumer Staples Select Sector SPDR ETF (XLP) is known for its regular dividend payouts, which typically occur quarterly. The dividend yield usually ranges between 2% and 3%, which is typical for an ETF in this sector.

The reliability of the payout is high because the ETF invests in companies that are considered stable and less sensitive to economic cycles. These companies have historically paid consistent dividends, which positively impacts the ETF's payouts.

Overall, XLP is considered a solid choice for investors seeking regular income through dividends, especially in economically uncertain times.